InvestVerdict
UTI - FIIF Sr-2 Quarterly Interval Plan IV
· · Mutual fund · Scheme code 109466
Fund houseUTI Mutual Fund
CategoryMutual fund
Plan & optionRegular ·
History12.0 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.21 | 0.67 | 1.58 | 4.02 | 5.68 | 6.39 | 7.19 | 7.67 | 6.35 |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 1.5% | -0.54 | -0.55 | — | — | -5.2% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 483 | -5.2% | 8.0% | 9.8% | 7% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.